Morningstar

Nuveen Oregon Intermediate Municipal Bond Fund Class A FOTAX

Morningstar Medalist Rating
Medalist Rating as of | See Nuveen Investment Hub
  • NAV / 1-Day Return 9.86  /  0.00
  • Total Assets 239.5M
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.810%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Muni Single State Interm
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 2.86%
  • Effective Duration 5.02 years

USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FOTAX

Will FOTAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FOTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FOTAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FOTAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Nuveen Oregon Intermediate Muni Bd A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings FOTAX

More FOTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

OREGON ST DEPT TRANSN HWY USER TAX REV 4%

2.34 6M
municipal

OREGON ST HSG & CMNTY SVCS DEPT MTG REV 2.85%

2.11 5M
municipal

OREGON HEALTH SCIENCES UNIV REV 5%

1.84 4M
municipal

WASHINGTON CNTY ORE 5%

1.80 4M
municipal

OREGON ST FACS AUTH REV 4.13%

1.68 4M
municipal

LANE CNTY ORE SCH DIST NO 4-J EUGENE 4%

1.68 4M
municipal

PORT PORTLAND ORE ARPT REV 5%

1.68 4M
municipal

OREGON ST FACS AUTH REV 3.2%

1.51 4M
municipal

OREGON ST DEPT ADMINISTRATIVE SVCS LOTTERY REV 5%

1.40 3M
municipal

PORT PORTLAND ORE ARPT REV 5%

1.40 3M
municipal

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